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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.97%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PSB
1226
Piscataqua Savings Bank
New Hampshire
$43.4K
FUBT
1227
First United Bank & Trust
Maryland
$43.2K +$43.2K +228 New
AAP
1228
Arax Advisory Partners
Colorado
$40.8K
AP
1229
Arlington Partners
Alabama
$40.5K -$2.08K -11 -5%
GKIM
1230
GW&K Investment Management
Massachusetts
$40K +$1.51K +8 +4%
HWA
1231
HHM Wealth Advisors
Tennessee
$39.8K +$39.8K +210 New
SC
1232
SouthState Corp
Florida
$39.6K -$1.33K -7 -3%
KC
1233
Kepos Capital
New York
$39K +$39K +204 New
DAC
1234
Dividend Assets Capital
South Carolina
$38K -$9.5K -50 -20%
TCM
1235
Tradewinds Capital Management
Washington
$37.9K
BIA
1236
Bell Investment Advisors
California
$37.3K -$568 -3 -2%
FFA
1237
Frazier Financial Advisors
Ohio
$36.4K +$36.4K +192 New
CAL
1238
Capital Advisors Ltd
Ohio
$36K
IFAM
1239
Institutional & Family Asset Management
Colorado
$36K
CPG
1240
Cornerstone Planning Group
New Jersey
$33.2K +$3.98K +21 +14%
C
1241
Covestor
United Kingdom
$33K +$572 +3 +2%
CIR
1242
Clear Investment Research
Georgia
$33K +$33K +174 New
CH
1243
Canton Hathaway
Rhode Island
$31K
RFA
1244
Resurgent Financial Advisors
Georgia
$30.7K +$1.14K +6 +4%
W
1245
WealthCollab
Washington
$29.9K +$29.9K +158 New
ACA
1246
Atlas Capital Advisors
Wyoming
$29.9K
S
1247
Sachetta
Massachusetts
$29.2K +$29.2K +154 New
CAL
1248
Capital Analysts LLC
Pennsylvania
$29K -$3.43K -18 -11%
OIAM
1249
OFI Invest Asset Management
France
$28.8K +$1.72K +10 +6%
CI
1250
Cordant Inc
Oregon
$28.4K +$28.4K +150 New